Move to another status

Streamline your hiring process by automating the movement of candidates through stages as they complete tasks. This advanced feature allows you to set triggers that automatically progress candidates once they finish key actions, such as scheduling an interview or completing assessments. No more manual updates or tracking! Once all the tasks in a status are completed, Discovered automatically moves candidates to the next step, ensuring a smooth and efficient workflow. Perfect for automating everything from interviews to reference checks.

Key Steps

1. Go to the job and navigate to the Processing tab.
2. Select the status that you want to automate.
3. Scroll through the automations and locate the "Move to another status" automation.
4. Add the "Move to another status" automation to the selected status.
5. Specify the status to which the candidate should be moved automatically once all tasks in the current status are completed.
6. Configure any additional messages or actions for the new status if needed.
7. Test the automation by triggering the tasks in the current status to ensure the candidate is automatically moved to the new status upon completion.

Cautionary Notes

• Ensure that all necessary tasks and actions in the current status are completed before relying on the automation to transition candidates.
• Double-check the settings and configurations of the automation to avoid unintended movements of candidates to different statuses.

Tips for Efficiency

• Clearly label and organize statuses and automations to easily identify and manage the automation process.
• Regularly review and update the automation settings based on changing requirements or processes to maintain efficiency.
• Utilize the automation feature for various tasks beyond scheduling interviews, such as assessments, reference checks, or application forms, to streamline the candidate management process.